CAS Investment Partners, LLC
Clifford Sosin · As of Q1 2022 · filed May 13, 2022
| CVNA CARVANA CO | 33.2% | Added +25.6% | 4,162,903 | $496.6M |
| HGV HILTON GRAND VACATIONS INC | 26.9% | Held | 7,727,165 | $401.9M |
| CDLXEUR CARDLYTICS INC | 19.9% | Added +4.4% | 5,416,116 | $297.8M |
| WRLD WORLD ACCEPTANCE CORP | 9.7% | Held | 755,768 | $145.0M |
| HLF HERBALIFE LTD | 5.9% | Reduced −5.1% | 2,907,762 | $88.3M |
| PRTY1EUR PARTY CITY HOLDCO INC | 4.3% | Added +9.7% | 18,051,623 | $64.6M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.